Escrow Implementation Advisor

First Citizens Bank • Phoenix, AZ

9d • Hybrid

About The Position

This position supports the onboarding, implementation, and activation of escrow and regulated-segregated deposit solutions across the Commercial Bank. It coordinates implementation activities, assists with client onboarding, supports documentation review, facilitates account setup activities, and helps ensure client relationships are successfully activated.

The role partners closely with Escrow Specialists, Treasury Management, Commercial Banking, Operations, Product Management, Legal, Compliance, Risk, and Technology teams to support implementation execution and deliver a high-quality onboarding experience. It supports traditional escrow solutions as well as other approved regulated-segregated deposit structures.

Requirements

• Bachelor's degree and 2 years of experience in Commercial Banking, Deposit Operations, Client Onboarding, Project Coordination, or Account Administration; alternatively, a high school diploma or GED/equivalent and 6 years of experience in one or more of those areas.

Nice To Haves

• Experience in Escrow Operations, Treasury Management Implementation, Trust, Custody, or Regulated Deposit Products.
• A degree in Business Administration, Finance, Accounting, Economics, or Banking.
• A bachelor's degree or higher.

Responsibilities

• Coordinate the collection, review, validation, and tracking of onboarding documentation.
• Support account opening, implementation setup activities, account maintenance requests, and execution of implementation requirements; ensure documentation packages are complete and compliant with established procedures.
• Track implementation milestones and progress, coordinate meetings, communicate status updates, and assist internal teams and clients throughout onboarding.
• Help facilitate timely activation of client relationships.
• Assist with implementation workflow execution, account configuration support, readiness tracking, testing coordination, issue resolution, and implementation quality reviews.
• Escalate implementation risks, delays, or operational concerns as appropriate.
• Support implementation controls, review documentation, validate procedural requirements, and ensure implementation activities comply with applicable policies, procedures, and regulatory requirements.
• Participate in process improvement initiatives, implementation reporting, training activities, procedure documentation updates, and special projects supporting the growth and scalability of the Escrow Solutions business.

Benefits

• A competitive, thoughtfully designed benefits program intended to meet associates' needs; details are available at https://jobs.firstcitizens.com/benefits.

What This Job Offers

• Job Type: Full-time